All CosmoLex Reviews
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Anonymous
1 employee
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed December 2018
Excellent Cloud Based Software
I most like that the accounting software is integrated.
CONSI least like that I cannot create word documents or any documents within the software.
Michael
Law Practice, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2019
Great Software. Can be a learning curve.
The built in efficiency. Great accounting system. Easy to generate invoices, apply payments, and print checks.
CONSIt takes a bit to learn how to do everything and fully utilize the software. That being said, the customer service is excellent. The software is pricey and I wish there was a discounted rate for firm members who only have limited access.
Reasons for switching to CosmoLex
Cosmolex came highly recommended by a colleague.
Samantha
Legal Services, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
1
EASE OF USE
3
CUSTOMER SUPPORT
1
FUNCTIONALITY
3
Reviewed September 2019
Duped by Cosmolex - Only Cost-Efficient if Solo
I initially recommended CosmoLex because even with the lack of integrations, I found it user friendly. And I still would recommend it to solos who know they will never expand because of ease of use. But if you are a solo who aspires to add staff, a larger or growing law firm, or someone who uses an outside accounting firm, I would say to just use Quickbooks. Transferring after a year because CosmoLex decided to jack up the price considerably is such a hassle, and we want to continue to grow without continuing to worry that we'll outgrow CosmoLex's functionality or that the price will continue to unexpectedly go up. Additionally, our accountant struggled with it, and urged the switch to Quickbooks.
PROSI actually liked this software for the most part in my first year of use. There were a lot of bugs. For instance, the email linking doesn't actually do anything, you have to manually sort and link emails. This is disappointing because it was basically sold to me as something that you could customize by adding rules like emails from x email address should be sorted to x client. But I otherwise found it fairly easy to use and I liked the functionality of invoicing, etc.
CONSI am giving this a poor review for the following reasons: (1) Cosmolex is really only price-efficient if you are a solo attorney. When I added a staff member and tried to add another timekeeper, I was told my price was going to effectively double!! As a result I am now trying to switch programs which is a huge headache, but the added costs made Quickbooks actually cheaper and Quickbooks has way more integrations and a payroll feature. (Plus you can find email archiving for FREE if you are a small business that takes care of that functionality for Cosmolex.) (2) They were not upfront about the pricing issues. I was told that the reason it cost money to add this timekeeper was because my previous timekeeper had been "grandfathered in" and that I should have learned about this pretty drastic change in an "update section." First, why wouldn't I have received this in an email? Changing the price and price structure of a product should require actual notice! Second, when I chatted someone to find this "update" they could not find it or direct me to it. (3) The lack of integrations (and the integrations they are getting) is really problematic. For instance, they now integrate with Net Documents, which is pretty expensive. For a product that must be targeted almost exclusively to solos as a result of the pricing structure, that doesn't make sense. Why not integrate with Box or Dropbox? And to not have a payroll integration or to work with existing payroll companies is difficult.
Reason for choosing CosmoLex
Price (at the time cheaper than Quickbooks but not now) and we liked the email archiving (which we have since found through another company for free) and the ease of use (still easy to use but the customer service has gone down considerably).
Vendor Response
Hi Samantha, We're sorry to hear that your experience with CosmoLex was poor, but we appreciate your feedback. Please let us know if we can be of any help during your transition process. We regret that our support and training teams were unable to show you our long-standing integrations with Box, DropBox, OneDrive, etc. In regard to our pricing, our customer base ranges from solos to 50-lawyer firms. We respect your opinion and will pass your comments for improvements on to our Client Communications department. We wish you the best.
Replied September 2019
Kristen
Legal Services, 1 employee
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2021
Best decision I made for my business
What I like the most is that virtually everything is in one program and it is super easy to use. It was a smooth transition to migrate files and data over (CosmoLex took this over for me)
CONSUsed to have a feature where you could sort documents according to tabs (such as date modified, name, etc). This feature was disabled which makes it difficult to find documents within a folder, particularly if there is a high volume of documents. Please bring this feature back!
Reasons for switching to CosmoLex
Wanted one program that can deal with everything
Cole
Law Practice, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed December 2019
Outstanding Practice Management Software
The greatest benefit is the inclusion of accounting functions such that the we can readily prepare the necessary reports for our CPA.
PROSThe software is intuitive and straightforward. All necessary options are readily accessible from a simple menu structure, and the inclusion of detailed accounting functions is truly unparalleled.
CONSThe only difficulty our firm has had has been in discerning how to remove or amend charges to clients once they have been billed and once payment has been received. However, via help and reading on the forums, we now understand this process and it is not difficult.
Reason for choosing CosmoLex
The inclusion of accounting features and the overall ease of the user interface.
Mary
Law Practice, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2020
Impressed by Customer Service
Much more intuitive than our previous program.
PROSI like how easy it is to get help (by phone, email, live chat, or leaving a ticket). I am still in the "learning" phase of using the software, but the customer service team has walked me through each stumbling block and taken time to show me in detail how all the features work. I'm most impressed by how they seem to anticipate my future questions and address those as well as whatever concern I originally contacted them about.
CONSNothing yet as far as functionality. Wish the data migration services were more affordable.
Reason for choosing CosmoLex
Price, customer service, and functionality .
Reasons for switching to CosmoLex
Wanted something more updated and easy to use.
Dean
Law Practice, 1 employee
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed December 2019
Integrated law firm software
This is a great replacement for PCLaw, with none of the installation issues.
PROSCloud-based, good interface. The program integrates with OneDrive and other vendors' products
CONSClient disbursements don't allow for entering an item list - you have to write it out in one paragraph in the comments box.
Reason for choosing CosmoLex
N/A
Reasons for switching to CosmoLex
PCLaw was causing installation problems with each new version. Also, the formatting for bills was invariably uneven and columns didn't line up.
Nikki
Law Practice, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2022
The best legal accounting software I've ever used
Been working with Cosmolex for 2 years now. It is great and easy to use. I wouldn't ever go back to PCLaw.
PROSIt is great and easy to use. It's simple to navigate.
CONSThere is nothing about the software that I don't like.
Reasons for switching to CosmoLex
PCLaw was just so outdated. It's difficult to use and confusing. The customer service was also horrible.
Keeley
Law Practice, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2019
Best product
CosmoLex has been a great product for Bing Law. Customer service is beyond helpful.
PROSBing Law loves this program. User friendly and easy to navigate through. Beyond helpful for accounting.
CONSBing Law would like to see more options in the pull down menus for billing matters and for the case matters.
Reason for choosing CosmoLex
CosmoLex had far more to offer for our office and out needs that Quickbooks could.
Jessica
Legal Services, 1 employee
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2022
Still new to the software but really happy with it!
I like how easy it was to integrate into my business. I was using a different software before and it was very easy to make the switch.
CONSI currently have not come across anything that I wish were different.
Reasons for switching to CosmoLex
Looking to grow my business into more of a legal based practice.
Ana
Legal Services, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
2
FUNCTIONALITY
4
Reviewed July 2016
Cosmolex Review
I became a Cosmolex customer after being a customer of another practice management system and a customer of a widely known accounting software. My law practice incorporates general practice areas ranging from real estate/title agency, personal injury, litigation, family law, to probate and estate planning. With a variety of practice areas such as my firm, the challenges of practice management are complex because each area of the law has its own set of individual policies and procedures. The program I was using didn't capture my time spent on cases, nor created a detailed bill for my clients' review that completely captured all of the work my staff and I performed on their case. Cosmolex produces an invoice for the client that justifies my legal fee, which is essential to client satisfaction, and critical for ethical compliance purposes for cases that are accepted on a retainer or hourly basis. Not only do I earn more money because I'm able to quickly track time and expenses, but I also deliver a better product. Less time is spent telling my client what I did on their case but instead, allows me to focus on the particular legal matter the client hired me to solve. Further, the biggest hurdle to launching a successful law firm (I've only had my own law firm for seven months), is bookkeeping, and I have an in-house, nearly full-time bookkeeper which is also an accountant and is even qualified as an expert in a common accounting software system. However, with all of that knowledge and expertise, so much of my time was spent on accounting, and now it's spent on practicing law and a deeper concentration on my cases. This was not and could not have been possible with other accounting software systems on the market. Trust me, I tried them, and they only created problems. The other systems in the market (even those that are tailored for law firms) simply make the law firm work for the system, and not the system work for the law firm. Cosmolex is comprehensive. It takes care of the daily task delegation, case progress, and time tracking, accounting, employee performance, and reports. My experience has been an eye-opening one. My experience is mostly a relief because without Cosmolex I would still be living in the dark-ages of unproductivity and frustration.
PROSEase of use, the simplicity of timecards, layout/design, price, functionality across multiple practice areas, ethical compliance considerations, cyber security protection, and mobility.
CONSLack of knowledge by customer support, inability of 24/7 customer support access, inadequate and burdensome contact importing process, access to library of forms and templates with incorporated merge fields, failure of bank integration for purposes of deposits, no app available, not synced with lexicata or another CRM service, doc mgmt could use some navigational ease of use improvement, no place for employees to insert their time for purposes of payroll, no spell checker, inability to make a matter designated as anything other than inactive or active (nice if had more options, such as closed cases, prospective lead, consultation only, referred out), migration of emails into cosmolex, lack of automatic matching of emails to correct corresponding client file (doesn't exist retroactive to joining Cosmolex at all, and once joined, the automatic email matching is rare but is much more usually manual entry, automatic base fee for commonly used tasks and expenses that would automatically be applied to each type of case's invoice for example, fax $2.50, copy cost 30 cents per page, courier fee $5.00, postage cost of $10.00, generate and open file $15, $10 document retention fee, and legal research $20.00, additional permissions for each user based on more than is listed under "role," label generator, sync with efax and adobe sign and google for work, ability to mark certain case documents as confidential and/or only for internal viewing purposes.
Vendor Response
Hi Ana, Thank you for taking the time to detail your thoughts, it is constructive feedback like yours which keeps us grounded. You run a multi-dimensional practice and are a tech enthusiastic, full of ideas. While we currently do not offer 24/7 live customer support as you stated, this is planned for the near future. We also agree that data migration from one system to another can often be very cumbersome. Though we have automated this process quite a bit since you became a customer, we understand that this can be perceived as a major hurdle for some firms, which is why we work hard every day to improve this process. Lastly, we value your comment that "[CosmoLex] is already well beyond its counterparts and is arguably the next big leader in legal tech practice management". We can assure you that we will be relentless in our pursuit of simplifying the practice of law! Erica Birstler, Manager, Client Services Dept.
Replied July 2016
Michele
Law Practice, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed March 2017
Overall Review of Product- Our THoughts
Pros: One program for almost everything. Cons: No document assembly; you can only link one person to the client portal; glitches in program- the program emailed an invoice to the wrong person; can not email through program; glitch- I had to give access to everyone for everything because the limited access features did not work; customer service is not the best; calandar portion has glitches when it interfaces with gmail and office 365.
PROSIt is a comprehensive software. Its like having Quickbooks and a practice management program in one. This is the best feature.
CONSLots of glitches: (a) it emailed an invoice to the wrong person; (b) user restrictions do not work in my office; (c) calendar is not on the main page- usability is difficult for some tasks; (d) you can only have one person assigned to the client portal. Does not have email capabilities Does not have document assembly Does not have automatic assignment of matter numbers. Limited reporting features- you can not tailor reports (financial)- very limited.
Vendor Response
Hi Michele, We appreciate your feedback related to your experience with CosmoLex. In regards to the issues you are having, please reach out to our support team directly at 732-595-9015 so that they can see first hand the issues you are experiencing, and assist with resolving. I will be entering the requests you have made as well, so that we can keep you up to date on their progress. As an additional note, we will be releasing Document Assembly within the next few months and are always open to hear your suggestions on improving our current reporting. Thank you again for your feedback, and we look forward to hearing from you.
Replied March 2017
Christine
Law Practice, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed November 2017
By far a much better experience in legal software than previous program
I am practicing law more than I am fighting with accounting software for lawyers!
PROSIt does front and back office and IT WORKS. Very little technical support needed on a regular basis. It allows clients to make payments online through an invoice link and cosmolex is partnered with LawPay. Also integrates well with outlook exchange and all programs like google, onedrive, dropbox ; allows all emails to be saved to the associated matters for easy access. billing process is fairly simple the invoice links are keeping receivables down as client's can pay their bills 24/7. bills are able to be emailed easily and in bulk; invoice reminders and trust deposit requests are easily sent out without the need to draft letters individually to the clients. I could go on and on......
CONSHard to complain about much with this program. It depends on your needs. For me there are still some features I am used to from my server based program that are not availableyet in this cloud based software, but there are lots of things in the works. It seems each month a new feature is released that I had learned to live without or work around. The things I am missing right now are invoices saved automatically to a matter in a hard pdf when initially generated. The original invoice cannot be recreated unless you physically print or save a downloaded copy at the time they are generated.
Laura
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed July 2017
It is easy to get around the program
I like that it is easy to get around the program and many things are self-explanatory. I also appreciate the tutorials that are available.
CONS1. I sat down with our accountant and went through the chart of accounts - we wanted to erase some of the accounts that we wouldn't be using, but the system prevents it. There are so many similarly named accounts, that I am concerned about how I will make sure I am using the ones that my accountant prefers (as an example, there are at least 3 or 4 options for accounts related to payroll). 2. I don't like that I can't select the option to not allow duplicate checks for our business checking account 3. I don't like that when I click "save and next" when entering checks that the program does not automatically bring up the next check number. I have to hit "save" and then go back in and "add" another transaction in order for that to happen
Vendor Response
Hi Laura. We appreciate your review and feedback. I wanted to take some time to respond to the concerns that you listed 1- Chart of Accounts - While our GL account list is quite flexible, given that we have built-in automated accounting, certain accounts are core to that process and therefore cannot be deleted (fee income, trust funds, reimbursable client costs etc.). In terms of account options, only keep the accounts you wish to use. we offer 4 payroll accounts to cover the various deductions which need to be disbursed. 2- Duplicate checks - you are correct in that our operating accounts do not include the same safeguards as the trust accounts given there is no requirement, however I will enter this request on your behalf. 3- Check Numbers- I assume you are entering manual checks instead of printing them. I do see the issue you are experiencing and will report to our dev team to resolve. Thanks again for your feedback. Any other questions, please let us know.
Replied July 2017
Sarah
Law Practice, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed October 2017
They are always innovating
I wanted something that combined both the accounting and matter management in one place. What I like the most is the Customer Support. If I'm having a problem with taking a payment from a client, I can get on the phone and have them resolve the issue without delaying the client. I also like that they constantly ask us what other new functions we'd like to see. They are always innovating, and don't "drop" you once they've got your payment.
CONSI wish it would remember matter names and auto-populate that when adding a new client--then i'd like to be able to run reports based on the kinds of matters. I'd also like to be able to bulk mail using our clients' mailing addresses. Finally, I'd like to be able to add in court dates to the matters so that when I run reports, I can filter and organize them according to court dates, rather than client name. I like Cosmolex, but it's clearly set up for civil or other slow-moving firms, and not for traffic, which adds up to 10 clients a day and has many matter subject options.
Tiffany
Law Practice, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2019
Great Product
Great experience so far!
PROSCosmolex is extremely user friendly and I love the help videos!
CONSI have not found anything I would say I liked "least" about Cosmolex.
Reasons for switching to CosmoLex
Cost
Roxann
Legal Services, 1 employee
Used daily for less than 12 months
OVERALL RATING:
3
EASE OF USE
1
VALUE FOR MONEY
1
CUSTOMER SUPPORT
3
FUNCTIONALITY
2
Reviewed March 2023
It is very clunky to use.
I just plain don't like it. I also use Soluno, it is a far better software. You can easily make changes from the screen you are on. The visuals are far simpler as well. Plus it is very Canadian, and outstanding chat service.
PROSIt is better than PC Law was. Other than that, I would rather not use it.
CONSyou can't easily correct or edit entries. There is no clicking on when you are on a journal, you need to leave the screen and go somewhere else. Very time consuming. I also don't like that you can't just "view" reports, everything has to be downloaded and it takes time. When I contacted support as to why there were lines running through my view report, I was told it was a glitch...like really!! I don't find it at all intitutive . The downloading of bank statements for reconciliations is very painful, and quite frankly doesn't work.
Reasons for switching to CosmoLex
PC Law outdated and useless
Christine
Law Practice, 2-10 employees
Used daily for less than 2 years
OVERALL RATING: